EW

Evoke Wealth Portfolio holdings

AUM $4.8B
1-Year Est. Return 17.55%
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$813M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,406
New
Increased
Reduced
Closed

Top Buys

1
+$89.1M
2
+$76.1M
3
+$54.6M
4
TRTX
TPG RE Finance Trust
TRTX
+$39.8M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$36.7M

Top Sells

No sells this quarter

Sector Composition

1 Financials 9.94%
2 Consumer Discretionary 8.76%
3 Real Estate 6.28%
4 Healthcare 5.6%
5 Technology 5.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$3.75K ﹤0.01%
+24
1077
$3.75K ﹤0.01%
+30
1078
$3.73K ﹤0.01%
+263
1079
$3.72K ﹤0.01%
+25
1080
$3.71K ﹤0.01%
+428
1081
$3.7K ﹤0.01%
+245
1082
$3.7K ﹤0.01%
+1,528
1083
$3.68K ﹤0.01%
+81
1084
$3.68K ﹤0.01%
+41
1085
$3.67K ﹤0.01%
+86
1086
$3.67K ﹤0.01%
+139
1087
$3.65K ﹤0.01%
+413
1088
$3.63K ﹤0.01%
+73
1089
$3.63K ﹤0.01%
+58
1090
$3.63K ﹤0.01%
+35
1091
$3.61K ﹤0.01%
+76
1092
$3.58K ﹤0.01%
+185
1093
$3.57K ﹤0.01%
+37
1094
$3.53K ﹤0.01%
+200
1095
$3.51K ﹤0.01%
+255
1096
$3.49K ﹤0.01%
+72
1097
$3.48K ﹤0.01%
+69
1098
$3.46K ﹤0.01%
+275
1099
$3.45K ﹤0.01%
+35
1100
$3.42K ﹤0.01%
+46
42 43
44
45 46